Financial Planner- Admin

1 month ago


Nashik, India HN MULTIVERRSE PVT LTD Full time

1. Analyze clients' financial statuses (e.g. income, expenses, and liabilities)
2. Examine and suggest financial opportunities (e.g. insurance plans, investments)
3. Develop sound plans and budgets for clients.
4. Customize financial plans according to clients' changing needs.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹99,850.29 - ₹349,095.10 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9404463050


  • Financial Planner

    2 months ago


    nashik, India Placement India Full time

    Job Role: Para Planner/Financial PlannerExperience: Fresher/ExperienceLocation: NashikShift: Morning Shift/AUS shiftMinimum Requirements1. Graduate/Postgraduate in finance or relevant degree.2. Minimum 1-year experience within the financial planning/Investment/Insurance.3. Understanding of the financial planning process.4. Attention to detail.5. Good report...

  • Financial Planner

    2 months ago


    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    2 months ago


    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    5 days ago


    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Job Role: Para Planner/Financial Planner Experience: Fresher/Experience Location: Nashik Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Minimum 1-year experience within the financial planning/Investment/Insurance. 3. Understanding of the financial planning process. 4. Attention to detail. 5. Good report writing skills. 6....

  • Financial Planner

    7 days ago


    Nashik, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    2 weeks ago


    Nashik, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    1 week ago


    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    2 months ago


    Nashik, India Impact HR & KM Solutions Full time

    Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Fresher/experience 3. Financial planning/Investment/Insurance 4. Understanding of the financial planning process. 5. Attention to detail. 6. Good report writing skills. 7. Strong command over English. 8. Ability to work independently and multitask. Knowledge & Skills 1. CFP an...

  • Financial Planner

    6 days ago


    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    **Minimum Requirements** 1. Graduate/Postgraduate in finance or relevant degree. 2. Fresher/experience 3. Financial planning/Investment/Insurance 4. Understanding of the financial planning process. 5. Attention to detail. 6. Good report writing skills. 7. Strong command over English. 8. Ability to work independently and multitask. **Knowledge &...


  • Nashik, India paradigm consultancies Full time

    We are Hiring Job Designation: Office Admin Experienced Job Location: Nashik Education: Graduate/Any Graduate Experience: 1 - 3 years Minimum 1 years experience in front office / admin profile Education: Graduate/Any Graduate Skills Required: - Good Communication skills - Proficiency in English (verbal/written) - Excellent with MS Office Only female...

  • Financial Planner

    2 months ago


    Nashik, India HN MULTIVERRSE PVT LTD Full time

    Job Description: Knowledge & Skills 1. CFP is an added advantage. 2. Any additional certifications from FPSB, NCFM, etc preferred. 3. Sound communication skills. 4. Experience using MS-word and excel. 5. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Primary Responsibilities 1. Receiving the task from the Advisers 2....

  • Admin Executive

    1 month ago


    Nashik, India Impact HR & KM Solutions Full time

    Coordinate office activities and operations to secure efficiency and compliance to company policies Supervise administrative staff and divide responsibilities to ensure performance Manage agendas/travel arrangements/appointments etc. for the upper management Support budgeting and bookkeeping procedures Create and update records and databases with personnel,...

  • Admin Executive

    2 weeks ago


    Nashik, India Impact HR & KM Solutions Full time

    Coordinate office activities and operations to secure efficiency and compliance to company policies Supervise administrative staff and divide responsibilities to ensure performance Manage agendas/travel arrangements/appointments etc. for the upper management Support budgeting and bookkeeping procedures Create and update records and databases with personnel,...

  • Resort Admin

    2 days ago


    Nashik, India Paradigm Consultancies Full time

    WE ARE HIRING Job designation: - RESORT ADMIN Job location: - NASHIK, MAHARASHTRA **Salary**: - 20,000 TO 25,000 PER MONTH **Experience**: - Total experience: - 3 YEARS Minimum experience: - 2 YEARS IN RESORT ADMIN OR RELEVANT Education: - Bachelor's degree in Hospitality Management, Business Administration, or related Skillset: - Good...

  • Planner

    2 months ago


    Nashik, India Emerson Full time

    **Roles & Responsibilities**: **Initiating** - Understand the project scope, schedule, cost budgets and other applicable contract documents from Project Manager after handover from sales. - Enable the project financially in Enterprise Tool. **Planning** - Engage with stakeholders to create a detailed Work Breakdown Structure (WBS) using the project scope. -...


  • Ambad, Nashik, Maharashtra, India Phinix Automation Full time

    **Post - Accounts & Admin** **Experience - 1- 3 years** **Qualification - Post Graduate (MBA Finance/ HR)** **Company Name - Phinix Automation, Ambad, Nashik** - **Contact Person - 9225111420/9225111184** - **Skill Required**: ** Accounts Admin**: **1. Manage day-to-day financial transactions.** **2. Maintain accurate and up-to-date financial...


  • Nashik, Maharashtra, India Minitek Systems India pvt ltd Full time

    The company is looking for high calibre, professional CFO who shall impart direction and take responsibility to move the company to new / further heights in the ever-evolving Economic Scenario. Well versed with Financial Planning and Strategy, Managing Profitability, Strategic Planning, Vision, Quality Management, Promoting Process Improvement, Forecasting,...


  • Nashik, India Emerson Full time

    **Roles & Responsibilities**: - **Project Execution - Business System (Oracle & JDE)**: - Create new projects, agreements & baselining as sold budgets. - Carry out re-baselining with every approved change orders for existing open projects. - Carry out Estimate at Complete (EAC) & Estimate to Complete (ETC) changes as required. - Analyze project transaction...

  • Admin Executive

    2 months ago


    Nashik, Maharashtra, India Paradigm Consultancies Full time

    WE ARE HIRING Job designation: - Admin Executive: Real Estate Job location: - Nashik, Maharashtra **Salary**: - 20,000-25,000 per month **Experience**: - Total experience: - 3 relevant experience as an Administrative Executive or in a similar role. Education: - Bachelor's degree in Business Administration, Management, or a related...

  • Resort Admin

    2 months ago


    Nashik, Maharashtra, India Ace Consultants Full time

    WE ARE HIRING Job designation: - Resort Admin Job location: - Nashik **Salary**: - 20,000-30,000 per month **Experience**: - Total experience: - 5 years in a supervisory or administrative role within the hospitality industry. - Minimum experience: - 3 years in resort or hotel management. Education: - Bachelor’s degree in Hospitality Management,...